How to get real-time job costing from the systems you already pay for.
“Sheldon and I were actually doing it yesterday, looking at things, and we're saying, this is what we've been waiting five years to be able to do. It's creating the job cost sheets in real time, which is wonderful. Knowing where we're at on a larger job, knowing the labor hours, knowing where we're hitting for GP, knowing if we're actually tanking a job and if we need to make a really quick change, as opposed to two months down the road. All of this information, making it easily accessible and real-time, really is a game-changer for us. And you guys have really gotten this to us quicker than we expected, to be honest. We are absolutely thrilled.”
Zach walks through a real-size exterior repaint in the Z&G Job Costing Workbook. The workbook comes with your blueprint.
The profit at stake each year and the hours your team spends building the numbers, worked out from your answers.
The tools you already pay for, the exact data to take from each one, and whether each can be connected.
The seven steps to real-time job costing. Do it yourself, or have us do it. It only takes 3 to 5 hours of your team's time and our team will do the rest. Real-time job costing in 30 days or your money back.*
How this worked for other painting companies, with the videos: zgpartners.co/painters
* The 30 days start on the day we have working access to every system named in your blueprint. We will have questions along the way. Each one needs an answer from your team within 24 hours; days spent waiting on an answer or on access do not count toward the 30. Real-time means the job cost view rebuilds itself every night from your systems, with no numbers typed in by hand. It covers the five pieces in this blueprint: hours, labor cost, revenue and materials, the estimate, and the job list. The data has to exist in your systems; we connect it, we do not create it. If we miss the 30 days, you tell us in writing within 7 days and we refund every dollar you paid us for the build. Software subscriptions you pay to other vendors are not ours to refund.
2,030 jobs costed from Salesforce, Paychex, and QuickBooks
Labor hours from Salesforce timestamps, real pay rates from Paychex, bills from QuickBooks Online, revenue from the accepted quote. Job cost records, reports, and a dashboard live where the team already works, refreshed nightly.
250+ extra estimates booked without the team doing a thing
A website chatbot, an after-hours voice agent, and a direct booking form put estimates straight on the calendar, with confirmations, 24-hour and 1-hour reminders, and a review request after the job.
553 job cost sheets kept current automatically
Every night, hours from QuickBooks Time land on each job's cost sheet in Smartsheet, with revenue and materials tied out to QuickBooks. Supplier invoices are matched to jobs with zero false matches on the first real batch. The office stopped building job sheets by hand.
27 jobs, 232 attachments, and 20 hours reports moved on the first run
Completed jobs move from the master schedule into the month's close sheet with every attachment and comment thread. VeriClock hours PDFs are pulled onto each row. One digest goes to the office. Running on its own since September 14.
Sherwin-Williams and Dunn-Edwards bills, 3 companies, every weekday
Supplier invoices arrive by email and are posted as bills in the right QuickBooks Online file with vendor, account, class, and job. PDFs are filed in Dropbox and a noon summary goes to the bookkeeper. Anything it cannot match is flagged for a human instead of guessed.